R.W. Roge & Company’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,169
| Closed | -$212K | – | 39 |
|
|
2022
Q2 | $212K | Sell |
4,169
-4,638
| -53% | -$236K | 0.15% | 37 |
|
|
2022
Q1 | $449K | Hold |
8,807
| – | – | 0.31% | 26 |
|
|
2021
Q4 | $468K | Buy |
8,807
+4,638
| +111% | +$246K | 0.36% | 25 |
|
|
2021
Q3 | $218K | Hold |
4,169
| – | – | 0.13% | 37 |
|
|
2021
Q2 | $234K | Sell |
4,169
-153
| -4% | -$8.59K | 0.15% | 35 |
|
|
2021
Q1 | $251K | Hold |
4,322
| – | – | 0.17% | 32 |
|
|
2020
Q4 | $254K | Hold |
4,322
| – | – | 0.19% | 32 |
|
|
2020
Q3 | $257K | Hold |
4,322
| – | – | 0.2% | 29 |
|
|
2020
Q2 | $238K | Hold |
4,322
| – | – | 0.2% | 27 |
|
|
2020
Q1 | $232K | Sell |
4,322
-1,281
| -23% | -$68.8K | 0.24% | 29 |
|
|
2019
Q4 | $338K | Buy |
+5,603
| New | +$338K | 0.34% | 33 |
|